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FORM ADV, PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE J.P. MORGAN PERSONAL ADVISORS PROGRAM J.P. Morgan Securities LLC October 14, 2022 383 Madison Avenue New York, NY 10179 (800) 3925749 www.chase.com/personal/investments

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How to fill out jpmpa wap fee disclosure

01

Obtain the JPMPA WAP fee disclosure form from the relevant financial institution.

02

Fill out the form with accurate and up-to-date information regarding the fees associated with the WAP.

03

Make sure to include details such as the amount of fees, frequency of payment, and any other relevant terms and conditions.

04

Double-check the form for any errors or missing information before submitting it to the financial institution.

Who needs jpmpa wap fee disclosure?

01

Individuals or entities who have a Wealth Accumulation Plan (WAP) with a financial institution will need to fill out the JPMPA WAP fee disclosure.

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What is jpmpa wap fee disclosure?

JPMPA WAP fee disclosure is a requirement for financial institutions to disclose information regarding fees associated with their Wealth Management Accounts Program (WAP).

Who is required to file jpmpa wap fee disclosure?

Financial institutions offering Wealth Management Accounts Program (WAP) are required to file jpmpa wap fee disclosure.

How to fill out jpmpa wap fee disclosure?

JPMPA WAP fee disclosure can be filled out by providing detailed information about the fees associated with the Wealth Management Accounts Program (WAP) in the required format.

What is the purpose of jpmpa wap fee disclosure?

The purpose of jpmpa wap fee disclosure is to provide transparency to clients about the fees they may incur when participating in the Wealth Management Accounts Program (WAP).

What information must be reported on jpmpa wap fee disclosure?

The jpmpa wap fee disclosure must include a breakdown of all fees associated with the Wealth Management Accounts Program (WAP), including management fees, performance fees, and any other charges.

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